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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Rubacka is a financial advisor at Edelman Financial Engines in East Syracuse, NY. Paul has been in the financial services industry for over 30 years, having previously worked at firms such as CUNA Brokerage Services, Inc., Northwestern Mutual Investment Services, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Paul holds a Series 63, Series 66, Series 7, and SIE licenses. Paul is also a Certified Financial Planner. Paul specializes in working with individuals, high-net-worth individuals, corporations, and other businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
NY
06/10/2022 - Present
Edelman Financial Engines (EAST SYRACUSE NY)
NY
04/26/2013 - 09/09/2016
CUNA BROKERAGE SERVICES, INC. (SYRACUSE NY)
NY
07/16/2009 - 11/20/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (E SYRACUSE NY)
NY
09/09/2008 - 02/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SYRACUSE NY)
IN
08/08/1995 - 10/05/1995
MDS SECURITIES INCORPORATED (CARMEL IN)
NY
03/21/1991 - 07/19/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
03/21/1991 - 07/19/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
06/02/1989 - 12/18/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 10/2/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/9/2016
SIE - Securities Industry Essentials Examination
BC
Issued 9/8/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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